COAVX Mutual Fund
COAVX Mutual Fund
COAVX Mutual Fund
Columbia Overseas Value Fund Class A
COAVX Mutual Fund Overview
COAVX Mutual Fund (Columbia Overseas Value Fund Class A) is managed by Columbia Threadneedle Investments with $451.0M in net assets. COAVX expense ratio is 1.16%, holding 98 positions across sectors including Financials, Materials, Energy. Inception date: 2013-02-28.
COAVX performance shows a YTD return of 8.42%. The 1-year return is 25.94% and the 5-year return is 12.97%. COAVX dividend yield stands at 12.16%, paid semi-annually.
COAVX top holdings include Shell plc (3.7%), Banco Santander S.a. (2.9%), TotalEnergies SE (2.9%), Ishares Msci Eafe Value Etf (2.6%), AXA S.A. (2.5%). Go to all COAVX holdings, COAVX sectors, or COAVX dividends.
COAVX can be compared against other funds. Use COAVX overlap to find shared positions, or COAVX vs another fund for a side-by-side view. COAVX alternatives are available via the screener, along with tax-loss harvesting opportunities.